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Designing A
Values-Based Future
For Your Legacy


The highest ROI comes from investing in yourself and your legacy. Our mantra is "your legacy is a necessity" because when you get clear on your purpose, contributions, and influence (through your values), you help yourself and others.

What's At Stake When You Don't Have A Holistic Legacy Plan?

Most individuals struggle to design a holistic legacy because they need to start with their values, principles and purpose. But ... they aren't clear on the three subjects, haven't updated them and have written them down, to know what influences them to want to contribute. When you don't know in a plan:
 

  • The best of you is lost forever (it's just a matter of time);

  • Your good intentions and wishes don't receive adequate follow through;

  • You don't know or grow your inner resources as an asset;

  • Nobody can read your mind to truly know the 'idea of you' or your vision;

  • You sabotage your happiness that can be available if you allow it vs. scarcity thinking;

  • You continue to stay lost in the sea of uncertainty in where to begin for the first steps.


The process of designing your legacy should build upon each moment of clarity and be written down. Not all individuals know how to explain what they really want, or need, in and from their lives beyond their work, investments or status, for meaning and connection.  When we are never asked about our legacy views and feelings, most people won't volunteer their thoughts on what they would like to create.  Learn our Legacy Planning(c) framework to feel more freedom, fulfillment and satisfaction about tomorrow.

Your legacy involves more than assets, quantitative numbers or governance documents. 

It involves the wisdom and essence of you.

There are 3 ways you can learn our Legacy
Planning(c) framework.  Which do you prefer?
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Perfect For:

 

  • "Bobo" (bourgeois + Bohemian) - Well-educated, 30-40 year-old entrepreneurs;
     

  • The luxury afficionado - 50+ year-old's who are ready to design a meaningful legacy in significance, contribution and impact; and ...
     

  • The new aristocracy - High-net-worth, 25-49 year-old's.

Option 1

Purchase a
Virtual Discovery Session
Do you want to manifest your dreams and develop your individuality for how you could design your holistic legacy plan? Learn our Legacy Planning(c) Framework by partnering with a co-active coach no matter your time zone, life stage or net worth to start from the comfort of your domicile (home) or office with an introductory online session.

In this initial advisory conversation, Angelina Carleton will show you how designing your legacy plan can be the foundational source document for your future decisions. In this first session, you'll define "legacy" by your words, your core values and guiding principles. When you know what you want to drive you, your decisions and legacy, compared to what influences you today based on yesterday - you will feel more connected with your life, the energy you put into your work and your relationships. We als start writing down your ideal legacy story with your imagination compared to the default or past stories.
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Option 2

Partner with us for a
Six Month Advisory Journey
Would you like to receive the much needed support for your holistic legacy to not have to think of it all on your own? Coaches and advisors can serve as excellent sounding boards so that your taking personal agency does not have to be a lonely walk. Oftentimes, we need to clarify what's most important but can't in the noise of the world and the demands on us. With our Legacy Planning(c) Framework, you'll receive both the accountability and guidance once a week in online sessions as you develop a legacy plan unique to your identity and purpose. Your legacy "source document" will include your personal mission statement, vision statement [motto], guiding principles, values, areas of influence and family constitution (if needed). It's never too early to start and you'll feel confident in your legacy plan as it will be based on your truths, individuality and baseline of the life you live.
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Option 3

Block out the next
12 Months for a Year of Transformation
Amongst the hustle and bustle of our busy schedules, some of us sit back and consider deeper, reflective questions.  What is my purpose?  Am I fully living my values?  Have I made the world a better place?  It is from this vantage point, breakthroughs happen to alter the course of one's destiny.  Check out our Thrive article written in 2013 ... and then, consider great legacies require both care and time in order to manifest in 3D in the defining, developing and executing on a plan for the first time or maintenance of a plan that is life rewarding and contributes to beneficiaries.

You Can't Afford To Not Design Your Legacy

If you have wisdom through life experiences and practical knowledge, but you don't know how to write a legacy plan you'll actually develop and follow through on, there's good news and bad news. The bad news? Your practical knowledge will pass with you, like a closed book gone forever. Your good intentions and wishes for what could be created get procrastinated upon another year, or decades, while you could be taking action based on your values starting today. Without your commitment to your legacy, what is lost is both your positive example as a role model, who accepts personal agency, and your leadership in showing yourself what you are capable of when you live through your values.  

You don't have to plan your legacy on your own. And because this idea of designing a legcy is still new to the public consciousness, most people don't know where to start.  We're so close to our lives we can't see the themes, stories and lessons as well as what it is we REALLY want and need. The good news? There's incredible ROI when you do partner with a coach/advisor for your personal legacy, in your starting today, if you can just find the strength to be authentic to who you are really are. That's where our Legacy Planning(c) Framework can assist you. You'll find the space to discover and uncover new answers to feel excited when you wake up each day in how you can connect with your inner self and relationships, and you'll feel aligned with your purpose and contributions.
What Is Coaching?

The International Coaching Federation (ICF) defines coaching as “partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential.”

Key words in this definition are partnering, thought-provoking, and maximize potential. These are the elements that differentiate professional coaching from other forms of support for organizations or individuals. The value of a coach lies in his or her ability to serve as an insight-provoking partner, supporting the client to design his or her own actionable and sustainable strategies for success.
 
 
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Founded in 2014, Legacy Planning© represents a range of global clients in various industries.  From stewarding a legacy passed on to you ... to developing a new legacy vision for the first time, we work to understand each client and their life holistically, collaborating with you, as our client, to evaluate priorities and personal culture from every angle – from desired passions to actual purpose; needed habits to manifesting outcomes; and client environments to challenges you face. We design and connect true identities to impart lasting knowledge as a form of your best wealth.
 

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We are pleased to be associated with the Conrad Family Office based in the United Kingdom, the Luxury Institute as a Global Luxury Expert Network (GLEN) member, and AmericansWelcomeSwitzerland.
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